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Posts Tagged 'contacts'

We are pleased to present below all posts tagged with 'contacts'. If you still can't find what you are looking for, try using the search box.

Sales Rep CRM Quick Tip: Make CRM Your Rolodex

CRM for Contact Management Sales Rep AdoptionLooking for a way to expand usage of your company's CRM?  Here's a simple idea: commit to making it the one and only place that you use to manage your list of contacts. It sounds simple, but it's amazing how many contact lists are spread out over a pile of business cards, in our mobile devices and handwritten on notepads.  This article shares some practical ideas on how to get all of your contacts into CRM.

Export and Synchronize Contacts from Outlook to SharePoint


Export Outlook Contacts to SharePointLet's say you’re a member of a sales team and you need the ability for your sales peers and managers on your team to be able to see your contacts. Did you know you can use SharePoint to store and share Outlook contacts?  This blog will show you just how easy this is to do!

Auto-Populate a SharePoint 2010 Contact List from User Profile Data

imageWhile the contacts list is usually filled out for contacts that are outside the company, there are times when you would use a contacts list to store internal and external resources. Wouldn’t it be nice if you didn’t have to re-type your internal contacts’ information that are already in the system? Now you can with a little InfoPath customization on the contacts list.

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CPR for CRM Study

The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.

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SharePoint Readiness Assessment

This 60-second assessment is designed to evaluate your organization's collaboration readiness.

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CRM Self Assessment

Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.

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SharePoint Feedback Solution

This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.

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SharePoint Upgrade Checklist

Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.